Custom Invoicing Automation Saves $50,000+/year

🛠 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 🛠

Our client wanted to automate their complex annual subscription renewal process which involved manually building quotes, generating invoices, sending invoices, and providing payment reminders. One of the biggest challenges of this project was that their data was not standardized and so before being able to automate anything a standardized data model was required to facilitate the automations.

☑️ 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 ☑️

I standardized their data model and built the automations which covered: – Understanding their existing data model thoroughly, reshaping how they stored their data, connecting all the applications required, and finally building out the automations. – In this project, I needed to integrate the company’s proprietary data with multiple third-party applications and did this through: – Combining, cleaning, and implementing best practices for new data model – Intimately understanding all application APIs involved in automations – Developing flow diagrams to ensure business requirements were met – Created automations using Make.com – Extra care was applied to the initial data standardization process as that was to set the foundation for both their automations and business operations going forward.

🤝 𝗢𝘂𝘁𝗰𝗼𝗺𝗲 🤝

I was successful in standardizing the company’s data and implementing automations to build quotes, generate & send invoices, and provide payment reminders. The company has conservatively estimated that they now save an average of 40 hours per week which comes to an 𝗮𝗻𝗻𝘂𝗮𝗹 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝗼𝗳 $𝟱𝟬,𝟬𝟬𝟬. Additionally, clerical errors in quotes & invoices were reduced significantly while the payment reminders also improved payment speed.

🤖 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 🤖

Intercom
Typeform
Google Sheets
Intuit Quickbooks
Firebase
Hubspot